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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

262 hedge funds and large institutions have $3.44B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 90 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 25

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

17% more funds holding

Funds holding: 223 → 262 (+39)

15% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 78

15% more capital invested

Capital invested by funds: $2.98B → $3.44B (+$457M)

4.37% more ownership

Funds ownership: 78.85% → 83.21% (+4.4%)

Holders
262
Holders Change
+39
Holders Change %
+17.49%
% of All Funds
5.84%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.4%
New
66
Increased
90
Reduced
78
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$182M
2
LPL Financial
LPL Financial
California
+$58.9M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$37.6M
4
State Street
State Street
Massachusetts
+$34.3M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$31.1M

Top Sellers

1
Jane Street
Jane Street
New York
-$47M
2
Wells Fargo
Wells Fargo
California
-$32.9M
3
UBS Group
UBS Group
Switzerland
-$14.9M
4
Barclays
Barclays
United Kingdom
-$14M
5
AF
Allworth Financial
California
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
276
Signet Financial Management
New Jersey
– -$17K -505 Closed
FHA
277
Flagship Harbor Advisors
Massachusetts
– -$16K -484 Closed
SWP
278
Stratos Wealth Partners
Ohio
– -$4K -126 Closed
CHP
279
Cable Hill Partners
Oregon
– -$4K -125 Closed
GP
280
Girard Partners
Pennsylvania
– -$3K -98 Closed
ADL
281
Asset Dedication LLC
California
– -$3K -88 Closed
RMAM
282
Raab & Moskowitz Asset Management
New Jersey
– -$2K -80 Closed
KJWM
283
Kiley Juergens Wealth Management
Washington
– -$1K -48 Closed
VCM
284
Vigilant Capital Management
Maine
– -$1K -21 Closed
S
285
SignatureFD
Georgia
– +$66 +2 +33%
8 9 10 11
12

SPIB Hedge Fund Activity: Q4 2018 in Review

262 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2018, worth a combined $3.44B — up 15% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPIB positions and 25 closed out — a net gain of 41 holders — while 90 added to existing stakes and 78 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $182M. The largest seller was Jane Street, cutting an estimated $47M.

  • 262 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2018, up from 223 in Q3 2018.
  • Funds reported $3.44B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2018, up 15% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2018 and 25 closed out, a net change of +41 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $182M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2018 was Jane Street, an estimated $47M sold.

Based on aggregated 13F filings for Q4 2018.